Editing Tasks
Editing Tasks
When creating tasks, you can edit the title, categories, details, checklist, as well as assignment, planning, and coordination. For more information on creating tasks, see the following article: Creating Tasks.

Via The comments, Contact Groups or Teams can be selected, allowing you to select all relevant individuals via the quick selection feature to send a notification to a specific group of people. While entering text, the person responsible for the task and the employees involved are automatically suggested as recipients.

Using the options, you can view the link to the task, the Visibility, and the revision history, the Element observed, a Personal reminder, created Personal tasks, Exported, which is Element copied, as Template was created and Deleted.

Task management, metadata maintenance, adjusting responsibilities, changing scheduling, team notifications, version history, sharing task links, traceability
Completing Subtasks
People who are involved in collaboration on the project can complete their subtask as soon as their portion of the task is finished. The subtask is marked as completed in their personal progress view, and other participants can see who has completed their subtask.

Employees will see a notification indicating that the subtask has been completed.

The status of a subtask can be reset by the project administrator, the creator, or the person responsible for the task. This allows a subtask that an employee has already completed to be set back to "open."

Subtask status, employee progress, task assignment, collaboration overview, contribution log, progress indicator
Completing Tasks
To fully complete a task, the responsible person clicks the checkbox and then selects Save & Complete. Optionally, a result can now be entered for the task. If the completed task is added to a meeting, this result can be displayed in the meeting log. Variations are possible depending on the log template. After saving, the task is marked as completed.

Change task status, finalize to-do items, record results, document decisions
Updated on: 03/07/2026
